+576.0%
RKLB vs KORU
+91.5%
+484.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +2.1% |
| 7D | +5.3% | +24.3% | -19.0% | -1.0% |
| 30D | -20.5% | +37.3% | -57.8% | -28.8% |
| 3M | -42.0% | -32.8% | -9.2% | -43.6% |
| 6M | -6.0% | +36.9% | -43.0% | -36.5% |
| YTD | -5.6% | +162.6% | -168.2% | -51.1% |
| 1Y | +38.0% | +467.0% | -429.0% | -45.4% |
| 3Y | +962.4% | +522.4% | +440.1% | +254.2% |
| 5Y | +336.5% | +57.9% | +278.6% | +81.4% |
| All | +576.0% | +91.5% | +484.5% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KORU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling